+732.6%
VOO vs BAH
+1,084.3%
-351.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.5% |
| 7D | -0.6% | +0.5% | -1.0% | -0.7% |
| 30D | -3.6% | +18.2% | -21.9% | -7.4% |
| 3M | -2.7% | +13.1% | -15.8% | -5.8% |
| 6M | +2.2% | +15.2% | -12.9% | -2.1% |
| YTD | +10.9% | +6.0% | +4.9% | +7.2% |
| 1Y | +11.3% | +3.1% | +8.2% | +8.1% |
| 3Y | +76.9% | -26.2% | +103.1% | +80.4% |
| 5Y | +73.5% | +9.3% | +64.2% | +55.4% |
| 10Y | +307.7% | +212.3% | +95.4% | +176.7% |
| All | +732.6% | +1,084.3% | -351.7% | +290.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BAH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling